Position in CNP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$269,304
+$9,654 QoQ
Shares Held
6,115
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#539
of 864 holders
Holding Since
Jun 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arkadios Wealth Advisors holds $64,669,725 across 23 Utilities - Regulated Electric names. CNP ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
208,779 | $19,982,237 | |
| 2 | NEE |
Nextera Energy Inc
|
189,577 | $16,639,172 | |
| 3 | DUK |
Duke Energy CORP
|
45,451 | $5,753,187 | |
| 4 | AEP |
American Electric Power Co Inc
|
35,266 | $4,824,741 | |
| 5 | ETR |
Entergy Corp /De/
|
21,504 | $2,469,948 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
26,353 | $2,138,808 | |
| 7 | EIX |
Edison International
|
24,765 | $1,843,753 | |
| 8 | ES |
Eversource Energy
|
22,920 | $1,656,427 |
All Filings in CNP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,304 | 6,115 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $259,650 | 6,016 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $226,090 | 5,897 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $239,822 | 6,181 | Shares | Sole | 2025-10-29 | |
| 2021-09-30 | $27,133 | 1,103 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $51,565 | 2,103 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||